Create an Account and Related Contacts
This sample creates an account and some related contacts.
Class Reference
Schema Reference
- account.xsd
- contact.xsd
Example
[C#]
public void CreateAccountAndRelatedContacts()
{
// strServer should be set with the name of the platform Web server
string strServer = "MyServerName";
// strVirtualDirectory should be set with the name of the Microsoft CRM
// virtual directory on the platform Web server
string strVirtualDirectory = "mscrmservices";
string strDir = "https://" + strServer + "/" + strVirtualDirectory + "/";
// BizUser proxy object
Microsoft.CRM.Proxy.BizUser oBizUser = new Microsoft.CRM.Proxy.BizUser ();
oBizUser.Credentials = System.Net.CredentialCache.DefaultCredentials;
oBizUser.Url = strDir + "BizUser.srf";
// Account proxy object
Microsoft.CRM.Proxy.CRMAccount oAccount = new Microsoft.CRM.Proxy.CRMAccount ();
oAccount.Credentials = System.Net.CredentialCache.DefaultCredentials;
oAccount.Url = strDir + "CRMAccount.srf";
// Contact proxy object
Microsoft.CRM.Proxy.CRMContact oContact = new Microsoft.CRM.Proxy.CRMContact ();
oContact.Credentials = System.Net.CredentialCache.DefaultCredentials;
oContact.Url = strDir + "CRMContact.srf";
string strErrorMsg;
try
{
Microsoft.CRM.Proxy.CUserAuth oUserAuth = oBizUser.WhoAmI();
string strAccount = "<account><name>Account One</name>";
strAccount += "<ownerid type=\"";
strAccount += Microsoft.CRM.Flags.ObjectType.otSystemUser.ToString();
strAccount += "\">" + oUserAuth.UserId;
strAccount += "</ownerid></account>";
string strContact = "<contact><firstname>Dave/firstname>";
strContact += "<lastname>Natsuhara</lastname>";
strContact += "<telephone2>206-555-0100</telephone2>";
strContact += "<emailaddress1>dave@northwindtraders.com</emailaddress1>";
strContact += "<ownerid type=\"";
strContact += Microsoft.CRM.Flags.ObjectType.otSystemUser.ToString() +"\">";
strContact += oUserAuth.UserId + "</ownerid></contact>";
string strAccountId = oAccount.Create(oUserAuth, strAccount);
string strContactId = oContact.Create(oUserAuth, strContact);
// There are two relationships between Accounts and Contacts:
// Hierarchical and Primary Contact
// Create a hierarchy where the Account is the parent
// of the Contact
oAccount.AddSubContact(oUserAuth, strAccountId, strContactId);
// Make the the Contact a primary contact of the Account
oAccount.SetPrimaryContact(oUserAuth, strAccountId, strContactId);
}
catch(System.Web.Services.Protocols.SoapException err)
{
// Process the platform error here
strErrorMsg = ("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source );
}
catch(Exception err)
{
// Process other errors here
strErrorMsg = ("ErrorMessage: " + err.Message + "Source: " + err.Source );
}
}